Danske Markets

With no major data releases, focus will be on the flood of speeches from members of the major central banks. In the US Dudley, Lacker, Tarullo, Evans and Stein are all scheduled to speak today....

In the US federal government workers will be back to work today, and we expect to get a schedule soon for the publication of the postponed economic data, including the September labour market...

We have a nervous day ahead of us with the "soft" deadline for raising the debt ceiling set to be midnight in the US. If the deadline is missed, it does not mean that the federal government will...

The timing of Fed tapering of QE and the outcome of the budget and debt ceiling talks in Congress. Notwithstanding the blurred picture caused by the policy situation, we have kept our EUR/USD profile...

ReviewThe Federal Reserve surprised the markets by deciding not to start scaling down its asset purchases at the September meeting. The decision reflects more mixed data, tighter conditions for house...

It now looks as if there will be a bi-partisan deal later today in the US Senate, which extends the debt ceiling to early February and secures funding for the federal government until mid January. The...

A quantitative run through of the Swedish Fixed Income market, starting with the Riksbank and Money Markets before moving on to government and mortgage bonds.To Read the Entire Report Please Click on...

This week the scorecard recommends buying JPY, SEK and NOK while selling GBP, USD and CAD (see suggested weights in portfolio in table below). The scorecard has turned very positive on JPY supported...

We have become cautiously positive on Swedish government bonds based on low Swedish inflation, poor economic data, the Riksbank keeping rates "low for longer" and the supply situation. We expect...

Market movers ahead:In the US the main focus next week will be the ongoing budget and debt ceiling negotiations.Chinese Q3 GDP is published next week. We expect the release to show a moderate growth...

Our medium-term view on the stock market has for some time been bullish, but over the past weeks we have called for a correction. This was based on a) the market being overbought, and b) we were...

Market movers today: In the US the House is expected either today or Saturday to vote on a bill that will temporarily increase the debt limit for six weeks without specific conditions for a...

In late summer, we recommended short positions in Swedish fives versus Bobls. We took profit in the position when the spread reached 110bp (up from 95bp), but at the same time we mentioned that we...

Rouble is a long way towards free float This week Russia's central bank Bank Rossii has updated its main description of the bank's FX policy, which has been characterised as "managed floating...

Market movers todayPresident Barack Obama has scheduled meetings with House Republicans in a first sign of easing the log-jam. Republicans are opening up to a short-term lift in the debt ceiling and...

We close our 3M EUR/GBP seagull before time with a 0.64% profit. In FX Trends: Trust your central banker, published on 20 August, we recommended entering a 3M EUR/GBP seagull on an expected slow and...